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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,328 | $109,905+197.8% | $98,506+232.3% | $167,553+95.4% |
| Participation rate | 14.3% | 75.8%-61.5pp | 73.3%-59.1pp | 82.1%-67.8pp |
| Annual return | 14.60% | 1960.20%-1945.6pp | 1494.92%-1480.3pp | 478.89%-464.3pp |
| Employer contribution / active EE | $700 | $3,226-78.3% | $2,961-76.4% | $4,840-85.5% |
| Participant deferral / active EE | $1,225 | $4,674-73.8% | $4,277-71.4% | $6,343-80.7% |
| Admin fee / account holder | $421 | $6,760-93.8% | $5,955-92.9% | $12,316-96.6% |